See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,783 | $117,983-80.7% | $101,794-77.6% | $142,382-84.0% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.2%-1.0pp | 80.1%-11.9pp |
| Annual return | 15.54% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $484 | $2,773-82.5% | $2,289-78.8% | $4,299-88.7% |
| Participant deferral / active EE | $3,039 | $4,714-35.5% | $4,084-25.6% | $6,507-53.3% |
| Admin fee / account holder | $1,291 | $10,433-87.6% | $8,777-85.3% | $12,624-89.8% |